Spotlight Focus:

Financial advisers are facing increasing demand from clients wishing to invest sustainably. With this in mind, the FCA has issued the 'Sustainability Disclosure Requirements (SDR) and investment labels' policy statement. This contains 'rules and guidance to help consumers navigate the market for sustainable investment products' (taken from the FCA website).

The course also offers four brand new case studies to illustrate how these issues might arise in real-life situations and how to deal with them*. The course has been authored by experts who have worked in advising, compliance, supervision and paraplanning across a range of firms.

This concise e-learning course also brings together an overview of two key parts within the FCA’s SDR: the anti-greenwashing rule and the four investment labels. These overviews are taken from our Spotlight: ESG and Sustainable Investment Advice course.

Who is this course for?

This course is designed for Personal Finance professionals who wish to understand more about the SDR, fund labelling and anti-greenwashing rule to:

• inform their day-to-day roles;
• support implementation of the policies around the anti-greenwashing rule, ensuring that all claims related to sustainability are fair, clear and not misleading; and
• offer correctly labelled products that comply with the SDR to assist customers with making informed decisions.

If you would prefer a more in-depth course on ESG and sustainable finance as a whole, take a look at the Spotlight: ESG and Sustainable Investment Advice course.

Learning Objectives

By the end of this course, you will be able to:

• explain fundamental aspects of Sustainability Disclosure Requirements (SDRs);
• understand the regulations from the FCA surrounding anti-greenwashing and investment fund labelling; and
• identify examples of greenwashing across different mediums and suggest improvements.

Study

• 50 minutes study time.
• Six-month enrolment on the course – starts within 24 hours of purchase.
• Online course delivered on RevisionMate using e-learning modules – you will receive an email with details of how to access the course materials following your purchase.

Assessment

There is no assessment for this course.

Completion Certificate

On successful completion of this course, you will be able to download a completion certificate.

CPD accreditation

The Spotlight Focus: SDRs and Anti-Greenwashing Rule course meets the Chartered Insurance Institute and membership requirements for 50 minutes of CPD.

Price

£30 for members or £40 for non-members (incl. VAT).

* This course is intended to provide a broad overview of the topics of investment fund labelling and the anti-greenwashing rule from the FCA. It is not designed to enable learners to become professionally qualified in giving advice to clients regarding these matters, and should not be used to substitute learning from a more formal qualification route.